Safe Harbor Assets manages investment portfolios and provides financial planning for individuals, high-net-worth clients, and businesses. Safe Harbor Assets tailors investment strategies based on each client's individual goals, time horizons, objectives, and risk tolerance, offering both management styles where trades are made without prior approval and styles requiring approval for every transaction. In addition to managing investments, Safe Harbor Assets provides financial planning covering retirement strategies, cash flow analysis, tax reduction strategies, estate preservation, and comprehensive risk management. Safe Harbor Assets operates as a registered investment advisor based in Fallbrook, California, founded in 2022.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3M+ | 1.00% |
Annual fee is negotiable based on criteria such as historical relationship, type of assets, anticipated future earning capacity, and account composition.